Questions tagged [civicase]
civicase identifies issues related to the CiviCase CiviComponent.
409
questions
9
votes
1
answer
777
views
How do I open a case that started more than twenty years ago?
We have one client whose case started 25 years ago.
This falls out of range of the allowable open case date range and produces this message:
Is there a way to expand/change this date range?
- 1,821
7
votes
2
answers
94
views
Automatic filing of pdf letter activity within civicase
I am experimenting with "create printable letter" from within a civicase case as a mechanism for writing a letter to that particular client. However the resulting letter does not get automatically ...
- 71
6
votes
3
answers
225
views
How to make status always 'Completed' for activities added to a case?
A couple of clients would like to use CiviCase and both of them have very unstructured cases, so a timeline or a sequence is not appropriate. So I have created a case without a timeline or sequence ...
- 4,585
6
votes
3
answers
111
views
Submitting Cases on a Website
We installed CiviCRM 4.6.5 on our Joomla site recently and enabled CiviCase. What is the best method for allowing site visitors to submit a form that becomes a case? We can't seem to find the obvious ...
- 61
6
votes
1
answer
289
views
Whats the difference between a case sequence and a case timeline?
Whats the difference between a case sequence and a case timeline? I can see one has an offset and the other doesnt, is that it?
6
votes
3
answers
284
views
Problem with CiviCase
I have tried to enable the access to the Access my cases and activities as per The docs here - https://docs.civicrm.org/user/en/latest/case-management/set-up/
Access my cases and activities: allows a ...
- 623
6
votes
2
answers
124
views
How can I edit the Subject of a CiviCase?
Whilst Cases have subjects there appears to be no way to edit via the interface.
- 28k
6
votes
1
answer
158
views
Different default status for different activity types?
Wondering how to do this, it clearly would need an extension (or, as I have done for other things, a Drupal module) but just looking for any tips really.
I would like to be able to specify a default ...
- 1,247
6
votes
3
answers
226
views
Case type edit not saving, broken case types - how to debug?
On a particular Civi 4.6.4 / Drupal 7 installation, recently upgraded from 4.4, there are some misbehaving case types. They appear to have been created through the CiviCase UI since the 4.6 upgrade, ...
- 2,365
6
votes
1
answer
183
views
How can I make a contact the case manager of several cases with the same client contact?
Our organization is trying to use CiviCase as a ticketing system. So we have one case type, the "Ticket".
We can have multiple Tickets open for the same client. However, I can't assign the same ...
5
votes
2
answers
213
views
What is the largest number of customer records that civicrm supports?
I am evaluating civiCRM to use as the CRM in the captive BPO setup of my non-profit.
Need to know how many customer records civiCRM can handle, in the database of my beneficiaries. Can it support a ...
- 51
5
votes
3
answers
639
views
Activities to be shown in a full calendar
CiviCRM 4.62 on Drupal 7.37 in a Linux Virtual Box using only the CiviCASE module.
I need a full calendar view for civiCRM activities. I need a page with month, week and day views for the current ...
- 380
5
votes
3
answers
137
views
Automatic updates of timeline activity dates
I am finding that timelines in civicase assign dates for activities based on when the case is opened, which means timeline dates are rarely accurate to when they should occur.
Let's assume that "Open ...
- 51
5
votes
1
answer
122
views
Case Manager not updating correctly (CiviCRM 4.7.21)
When I added some case roles and set the case manager to one of these roles it doesn't appear to update on the case summary screen.
Set up case
http://dmaster.demo.civicrm.org/civicrm/a/#/caseType
...
- 836
5
votes
1
answer
172
views
Why doesn't the activity "send email" have a 'schedule follow up activity' option
I am using send email in civicase to send an email to a case resource (in this case a local council). At the time of sending the email I want to be able to schedule a reminder to check that I have ...
- 51
5
votes
1
answer
60
views
Changing sort of cases with recent activities on case dashboard?
Currently cases with recent activities are sorted oldest>newest - i'd like the newest to be at the top.
I am guessing i could do it within Case/Page/DashboardSelector.tpl but i'm floundering from ...
- 445
4
votes
3
answers
72
views
How can I access an activity's grouping value in CiviCases?
I've only started trying to change some features of an existing CiviCRM database in a testsystem (using CiviCases). So I am still a beginner, I excuse myself if this is a silly question, and any hint ...
- 463
4
votes
1
answer
354
views
How should I delete a CiviCase or a Case Type
If I need to delete a CiviCase Type or a CiviCase it can be confusing given that 'deleted' Cases are not actually removed from the db.
- 28k
4
votes
2
answers
99
views
Cannot change cases via Drupal Webform after CiviCRM update
We updated two different Test systems with the CiviCRM Security Release (5.50.0, 5.49.4, 5.45.6 ESR) from 1st of June 2022. One test system has Drupal7 and CiviCRM 5.49.4, the other one has Drupal9 ...
- 463
4
votes
3
answers
126
views
CiviCRM 5.4, Unable to create case type (angular validation error)
On fresh Install Civi 5.4, Core expect to have new option group called "Activity default assignee", but upgrade script not executed and not updated the option group table with "Activity default ...
- 41
4
votes
2
answers
104
views
Email a user when they are assigned as case manager?
Can anyone advise on the best way of sending an email to a newly assigned case manager/advisor? (ie to a specific case relationship when it is first made)
I've looked at the civirules extension but ...
- 445
4
votes
4
answers
130
views
How do I sort by Case Type Title instead of id in a Drupal View?
We frequently need to sort Drupal Views by Case Type.
It works, but sorts by id not the title field.
I believe it has to do with the pseudoconstant references in civicrm.case.inc and civicrm.core....
- 1,821
4
votes
3
answers
279
views
How do I automatically create a case on inbound email?
I feel like this is an incredibly basic question, but I have read through the user guide, the admin guide, and searched stackexchange and google, and I have not found the answer.
I have set up an e-...
4
votes
2
answers
99
views
How are folk storing lots of Files on Cases?
I know there are File fields on Activities, and we can add File Fields to the case itself.
But say there are 20 documents to add over time.
while googling I found this which sounds interesting ...
- 28k
4
votes
1
answer
100
views
How can arrange custom fields so they are side by side?
I have a high number of 'outcomes' for a client in the format of 3 fields for each outcome as below:
'outcome words', date identified, date met
Problem is that custom fields are formatted as one ...
- 4,585
4
votes
4
answers
465
views
How do I setup a webform so that an existing activity in a case is updated?
Here's the scenario:
A user submits a webform that creates a case.
An administrator assigns a role in that case to a second user, and edits a specific activity (activity ID = xxx) in that case to ...
- 3,915
4
votes
2
answers
371
views
How do I create a Webform that will open a case and assign case role
I'm trying to set up a webform to open a case and assign a case role.
3 contacts:
Source,
Client,
Case Coordinator
The open case part works great, but if I add the Case Coordinator relationship, ...
- 1,821
4
votes
2
answers
72
views
Editing a submission on Drupal Webform - not updating CiviCRM
I've got a webform that creates a Case and two Contact Records (one of whom is logged in as authenticated user). I want to allow the user the ability to edit the webform.
I've tried two options:
...
- 980
4
votes
1
answer
87
views
Case Manager is not shown for closed cases
I'm testing an upgrade from 4.6.38 to 5.5.3 and have noticed a new case related behavior that feels a little strange to me. When you close a case and subsequently the case roles expire and are ...
- 2,488
4
votes
2
answers
74
views
Drupal Views Multiple Field CiviCRM
I collect data in case activities, and I'm currently trying to build a Drupal Views of this data. I'm running into a problem with multiple fields. For example: "What colors do you prefer?" The results ...
- 1,163
4
votes
1
answer
70
views
Activities pane on Manage Case page
Does anyone know how to make the Case activities in the activities pane display in ascending order by default (earliest first)? At the moment, they appear in descending chronological order (latest ...
- 1,278
4
votes
1
answer
47
views
Is this a bug in civicrm/case/activity/view breadcrumb?
Disable popups in display preferences.
Find a case eg civicrm/case/search?reset=1.
'Manage' the case to open it.
Click on the activity Subject, goes to eg civicrm/case/activity/view?...
4
votes
1
answer
171
views
What is the status of the make it happen for permissions on activities and cases?
The make it happen listed here is something we're interested in having. What does it mean to be a "confirmed" make it happen? Is this particular capability coming soon?
(I emailed the make it happen ...
- 371
4
votes
1
answer
168
views
Case ID in e-mails from case
When sending e-mails from a case in CiviCRM the subject line contains a hashed case id between square brackets.
It looks something like [case #a234db] Subject of the e-mail which is not really user ...
- 3,645
4
votes
2
answers
155
views
Why doesn't creating a case from API work?
I think this is a bug.
From the API Explorer, I can successfully run this to create a new case, and it is auto-populated with the default Sequence:
$result = civicrm_api3('Case', 'create', array(
'...
- 870
4
votes
3
answers
72
views
How can I track donor movement on CiviCRM?
Our organization is using CiviCRM on Drupal and I'm looking for a way to create, track, and report on solicitation plans -- essentially, having a report that forecasts income from a variety of ...
- 93
4
votes
1
answer
54
views
When a Case is set to Closed we would like all un-Completed Activities on the Case to have their Status changed (eg to Cancelled
anyone have a working model of this. we thought about drupal/civi rules but may just add in an extension.
seems to us that it could be quite a generic solution, after all, when a Case is Closed you ...
- 28k
4
votes
0
answers
110
views
CiviCase Timelines with Activity subjects
It would be great if, when creating a new timeline for a Case type, the "Add Activity" dialog could display the activity subject field for input. At the moment, if you want to differentiate between ...
- 1,278
3
votes
5
answers
540
views
How do I add CiviCRM Activity attachment to View
Trying to set up an activity view that displays attachments uploaded to activities.
I can't seem to find the field to add.
Any ideas?
- 1,821
3
votes
2
answers
62
views
Create Case using API via REST - no "Open Case" activity created
I'm using the REST interface and the create case API to create a new case. The case is created, but no activities. In particular, no "Open Case" activity is created as I would have expected. No entry ...
- 1,278
3
votes
2
answers
83
views
Module or extension to use for tracking agreements?
I'm looking for a module or extension that has been written for tracking contracts/agreements between organizations within CiviCRM (on drupal). We would like to be able to track all the activities ...
- 371
3
votes
1
answer
162
views
Users with Case roles cannot edit activities assigned to them: is this a bug?
first post so please forgive any netiquette transgressions. I'm following the guide https://civicrm.org/bug-reporting to get confirmation this is a bug.
Version: 4.6.12 (also present in 4.7.1)
CMS: ...
- 31
3
votes
2
answers
63
views
Limit search of Activities to Cases for which I am the coordinator
The search specified below (image and Query Info > API below) works brilliantly. It shows all activities and their corresponding cases where the Activity is "open" (i.e. not Completed nor ...
- 693
3
votes
1
answer
43
views
Is there a way to insert Case Type definitions?
I have a Drupal/CiviCRM instance (v 5.19.3) that I have inherited. It seems much of the custom work was done prior to version 4.6. And then it was upgraded to 5.19.3 without updating the ...
3
votes
1
answer
53
views
Case Activity does't respect 'Do not notify assignees for'?
When submitting activity from case, assignee contact still gets email even though the activity type is included in 'Do not notify assignees for' setting under Display Preference. However it obeys the ...
3
votes
1
answer
153
views
Add field on Case type form
I want to add a field on Case type setting (civicrm/a/#/caseType/1 which is build in angular js) either just below the description field or as a tab besides case role tab. What is the easiest way to ...
3
votes
1
answer
43
views
No contact names in activity emails but only name_{contact_id}. Why?
The emails that are sent by civicrm 5.5.3 (but had same problem with 5.4.1) to a an assigne of a case activity don't have the names of the client, assigne, etc but only a signpost made up of name_{...
- 113
3
votes
4
answers
388
views
Is is possible to import cases into Civi
A client has many cases in spreadsheets, and Civicase looks very suitable. I cannot see any facility to import cases into Civi via the UI. Is this possible? I guess the alternative is to import ...
- 4,585
3
votes
2
answers
92
views
Differences in results between 'Find Cases' and a 'Case Report'
Using 4.6.10 currently, although aiming to update shortly, I've created a case summary report from the template that simply lists all cases that are either 'ongoing' or 'urgent'. This lists 10 cases. ...
- 3,915
3
votes
1
answer
59
views
Reassign Role in Multiple Cases
What is the best way to reassign a case manger for multiple cases in CiviCase? For example, a case manager is leaving the organization and we need to reassign these cases to a new person. I can go to ...
- 1,163